Sales Order entry is one of the most important process in QAD. Relatively small mistakes in SO entry can cause big problems later on. Repetitive mistakes will make customer unhappy and cause them to stop ordering from your company.
Question is how to make Sales Order entry error proof and more efficient at the same time?
Would it be possible for regular people, who are not computer experts, who know little to nothing about QAD’s 7.1.1 menu, to enter large orders quickly and accurately to the system?
One of the solutions we offer is Sales Order Excel Loader.
This is simple Excel form designed for quick and accurate Sales Order submission to QAD system. The template can be adjusted to meet your needs, such as: add/remove fields, your business specific data validation, default values, look-ups etc.. Use it for processing typical large orders. You can use pre-defined order templates with typical products customers require. Then change quantities, delete order lines customer does need and submit to QAD.
After order submission, user can print Order acknowledgment and/or packing list from the spreadsheet form if she needs to.
In the case you receive Customer Orders electronically, we can offer you Multi PO Excel Loaders.
These Excel Loaders allow you to import volume customer orders electronically into QAD ERP. Use it as an interface between Salesforce.com, 3rd party Order taking web applications, USSNET, SPS Commerce or similar Internet-based supply chain management solutions and QAD ERP. You can also input the data by copy-pasting from email or any other data source. Since customer orders not necessarily have the exact QAD part numbers, product configuration details, UoM, etc., the Excel Loaders have mapping capabilities facilitating rapid repetitive order processing.
If you are using customer schedules in QAD, we can offer you Customer Schedule Excel Loader capable of importing 7.5.1 7.5.2 or 7.5.3 schedules. You may be receiving these schedules electronically from your customers then simply copy-paste the data and import to QAD. Read details here.